Webcast replay: Tips for easing clients' concerns during volatile markets

December 17, 2018

Don Bennyhoff

Don Bennyhoff

Fran Kinniry

Fran Kinniry

Emotions can get in the way of your clients' achieving their financial goals. You act as a circuit breaker to prevent clients from abandoning a well-thought-out financial plan.

In a recent live webcast, Don Bennyhoff and Fran Kinniry of Vanguard Investment Strategy Group answered advisor questions on how you can use behavioral coaching to create value beyond portfolio management. Don and Fran provided viewers with ready-to-implement tools and strategies to guide clients past their uncertainty.

Watch the full replay here.

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